ABOUT BRAD A. GALBRAITH, ESQ.

Serving Clients Throughout Florida and Indiana

Brad A. Galbraith, Esq., CPA

Managing Partner

Legal and Business Experience
Estate, Tax, and Business Succession Planning

Brad A. Galbraith is the Managing Partner at Galbraith, PLLC’s Naples and Indianapolis offices. He focuses on providing creative, cutting-edge estate, tax, and business planning advice to business owners and other wealthy individuals. Brad is board certified in Wills, Trusts and Estates by The Florida Bar Association.

Brad began his professional career as a Certified Public Accountant. After switching to the practice of law and seeing the ineffectiveness and inefficiency of traditional planning methods, he endeavored to find a better way to assist his clients with estate, tax and business planning.  As an estate planning attorney, he developed a model designed to provide clients with comprehensive, personalized estate, tax and business succession plans that withstand the test of time.

Brad maintains an Indiana CPA license and has taught estate and tax planning to CPAs and attorneys at conferences and continuing education events throughout the United States. Additionally, Brad is the co-author of an extensive continuing education program for CPAs which has been published and distributed nationally. That program, entitled Estate Planning for CPAs, has also been presented to thousands of CPAs throughout the United States. Brad is also the author of several books, including: Intentionally Defective Grantor Trusts Line By Line, Family Limited Partnership Agreement Line By Line, Family LLC Operating Agreements Line By Line, and is co-author of Disinherit The IRS, Don’t Die Until You’ve Read This Book, The Four Corners: Where Your Estate Plan Becomes A Living Legacy, and The Florida Domicile Handbook.

PROFESSIONAL
  • Managing Partner, Galbraith, PLLC, December 2017 – Present.
  • Partner and Indianapolis Co-Managing Partner, Hahn Loeser & Parks LLP, 2009 – 2016.
  • Managing Attorney, Galbraith Associates, P.C., 1999 – 2009.
  • Senior Accountant, Deloitte & Touche. Chicago, IL, 1988-1991.
ADMISSIONS
  • The Florida Bar, 2001;
  • Indiana Bar, 1994; and
  • U.S. Tax Court, 1997.
RECOGNITION
  • Florida Super Lawyers, 2013 – 2022.
  • Indiana Super Lawyers, 2020 – 2022.
  • AV® Preeminent Rated, Martindale-Hubbell.
ASSOCIATIONS
  • Florida, Collier County, Indiana State, and Indianapolis Bar Associations: Member.
  • American Association of Attorneys – Certified Public Accountants: Member.
EDUCATION
  • Indiana University School of Law, J.D., summa cum laude, 1994:
    • Honors & Activities: Executive Managing Editor, Indiana Law Review.
  • Indiana University, B.S., Accounting, 1988.
COMMUNITY INVOLVEMENT
  • Hope for Haiti: Director, Treasurer.
  • Community Foundation of Collier County: Trustee, Treasurer.
  • Champions For Learning: Former Director and Vice Chair.
PERSONAL

Born September 22, 1966 in Enid, Oklahoma. Brad lives in Naples, Florida with his wife and children.

Copyright © 2022 Galbraith Law. All Rights Reserved.